Name: The Sturdza Family Fund: A portfolio built to weather extreme scenarios
Start: 2020-04-14T11:00:00Z
End: 2020-04-14T11:15:13.000Z
Location: BrightTALK
Rating: 0

Eric Sturdza Investments is a multi-boutique provider of investment funds, offering Global, Chinese, Japanese (all cap and large cap) and European (large cap, as well as small / mid cap) equities, as well as a global multi-asset fund and a global fixed income strategy to high net worth individuals, institutions and wholesale investors. The funds / strategies are marketed across Europe and opportunistically in the Middle East and Asia.

We believe the Strategic European Silver Stars Fund’s competitive advantage and its key differentiator lies in its ability to focus on target companies from every angle and leverage the network of relationships and corporate access provided by a number of stakeholders, providing a real understanding of the market share and performance of an investee company that results in the totality of the investment research being generated internally. 

Learn more about the Fund here > http://esi.fund/?NjQzMzk

Marketing Communication • Advertisement • Capital At Risk

Discover the Strategic European Silver Stars Fund

Differentiated Japanese equity exposure with a track record of 20+ years. The Fund seeks to deliver long term capital growth through a combination of in-depth macroeconomic analysis with bottom-up fundamental stock selection. Managed by Yutaka Uda and Maiko Uda. Discover the Nippon Growth (UCITS) Fund @ Eric Sturdza Investments > https://esi.fund/?NDY3Mzk

Marketing Communication • Advertisement • Capital At Risk

Discover the Nippon Growth (UCITS) Fund

We believe the Fund’s competitive advantage and its key differentiator lies in its ability to focus on target companies from every angle and leverage the network of relationships and corporate access provided by a number of stakeholders, providing a real understanding of the market share and performance of an investee company that results in the totality of the investment research being generated internally. 

Learn more about the Fund here > http://esi.fund/?NjQzMzk

Marketing Communication • Advertisement • Capital At Risk

We believe the Fund’s competitive advantage and its key differentiator lies in its ability to focus on target companies from every angle and leverage the network of relationships and corporate access provided by a number of stakeholders, providing a real understanding of the market share and performance of an investee company that results in the totality of the investment research being generated internally. 

Learn more about the Fund here > http://esi.fund/?NjQzMzk

Marketing Communication • Advertisement • Capital At Risk

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DISCLAIMER

IMPORTANT: The value of investments, the funds and the income which may be generated from them can go down as well as up and therefore investors must be able to bear the risks of a substantial impairment or loss of their entire investments. Past performance may not be a reliable guide to future performance. Returns could be reduced, or losses incurred, due to currency fluctuations.  The Strategic European Silver Stars Fund – A EUR share class has a Morningstar rating of 3 stars overall and 3 stars over 5 Years. Morningstar Rating™ as of 31/12/2021. Past performance may not be a reliable guide to future performance. Returns could be reduced, or losses incurred, due to currency fluctuations.

An active and flexible investment process, managing a mixed asset investment portfolio predominantly comprised of equities and fixed income investments. Investing directly or indirectly, up to 80% and a minimum of 51%, in global equities or equity related instruments and between 20-49% in fixed income instruments. Focusing on strong growth companies that the Investment Adviser deem to be under appreciated by the market, whilst fixed income investments will be selected based on global macro economic analysis and evaluation of central banks’ policies.

Visit the Fund page on our website for further information > https://esi.fund/?NzY4OTg

#Equities
#FixedIncome 
#ActiveManagement 
#InvestmentManagement 
#SturdzaFamilyFund

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IMPORTANT: Capital at Risk. Past performance is not indicative of future returns. For Professional Investors only with the exception of Switzerland where the Fund is approved for Qualified and non-Qualified investors. Investment involves risk. The value of investments, the funds and the income which may be generated from them can go down as well as up and therefore investors must be able to bear the risks of a substantial impairment or loss of their entire investments. Past performance is no guarantee of future results.

Discover the Sturdza Family Fund

The Sturdza Family Fund team discuss how they have managed their global flexible allocation portfolio through a challenging 2021 and why they believe that being selective and disciplined will be key to success in the year ahead.

A different rate cycle can provide opportunities

Ludovic Labal provides an overview of Phileas' investment approach with a focus on 'Quality' European Equities.

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The Strategic Europe Quality Fund received a Morningstar 3 Globe Sustainability Award. Sustainability Rating as of 31/08/2021. Out of 2,645 Europe Equity Large Cap funds as of 31/08/2021. Based on 100.00% of AUM. Historical Sustainability Score as of 31/07/2021. Sustainalytics provides company-level analysis used in the calculation of Morningstar’s Historical Sustainability Score. Data is based on long positions only. The Strategic Europe Quality Fund received a Morningstar Low Carbon Award. Carbon Metrics as of 30/06/2021. Based on 95.99% of AUM. Data is based on long positions only.

Phileas' Investment Approach to European Equities

In this webinar, Bertrand Faure provides insight as to how he has managed the Strategic European Silver Stars Fund in 2021 and gives his predictions of the opportunities and risks for the year ahead.

European Equities – An Outlook for 2022 with Bertrand Faure

Ludovic Labal and Cyril Bertrand discuss the team's approach to ESG.

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The Strategic Europe Quality Fund received a Morningstar 3 Globe Sustainability Award. Sustainability Rating as of 31/08/2021. Out of 2,645 Europe Equity Large Cap funds as of 31/08/2021. Based on 100.00% of AUM. Historical Sustainability Score as of 31/07/2021. Sustainalytics provides company-level analysis used in the calculation of Morningstar’s Historical Sustainability Score. Data is based on long positions only. The Strategic Europe Quality Fund received a Morningstar Low Carbon Award. Carbon Metrics as of 30/06/2021. Based on 95.99% of AUM. Data is based on long positions only.

Phileas' ESG Approach

Ludovic Labal et Cyril Bertrand discutent de l’approche ESG de l’équipe.

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Le Strategic Europe Quality Fund a obtenu un Sustainability Award à 3 globes décernés par Morningstar. Note de durabilité (Sustainability Rating) Morningstar au 31/08/2021. Sur 2 645 fonds d’actions européennes d’entreprises à grande capitalisation au 31/08/2021. Basé sur 100 % de l’AUM. Score de durabilité historique au 31/07/2021. Sustainalytics fournit des analyses au niveau des entreprises, utilisées dans le calcul du score de durabilité historique Morningstar. Les données sont basées uniquement sur les positions longues. Le Strategic Europe Quality Fund a obtenu un Low Carbon Award décerné par Morningstar. Indicateurs carbone au 30/06/2021. Basé sur 95,99 % de l’AUM. Les données sont basées uniquement sur les positions longues.

Phileas' Approche ESG

Constantin Sturdza provides an overview of the Sturdza Family Fund and how it has performed during these unprecedented times.

The Sturdza Family Fund: A portfolio built to weather extreme scenarios

Multi Asset

Sturdza

Sturdza Family Fund

Constantin Sturdza

Fixed Income

Equities

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The Sturdza Family Fund: A portfolio built to weather extreme scenarios

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